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How to Read Tax Returns and Close More Loans


This seminar is about interpreting the income correctly and counting every dollar to make sure your clients qualify regardless if they are self-employed or not. This seminar is about knowing what to ask for "ahead of time" so you're not constantly asking the borrower for more information. Hey, even underwriters have trouble - so you really need to know your stuff.

Learn how to read income tax returns and how to work with underwriters to get more of your loans approved - and closed. Here's what you will learn:

  • Reasons why you will need to submit tax returns to underwriting.
  • How to find more income within your clients' tax returns.
  • Which tax returns you should "read" first and which ones you don't need to waste your time on.
  • How to explain your income analysis to an underwriter.
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Serving Those Who Serve: How to Work the Military Niche Market!
Presented by Louise Thaxton
FREE On-Line Course Preview
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Cost: $69.00 (you can lower this with trade-in options)
Get a CD Rom Replay for an additional $19.00
What is a CD Rom Replay?

You don't need to work near a military base to work with veterans and military personnel! They live everywhere in this great country of ours and it's just like any other niche, it's critical that you have a strategy and systems in place when (and if you decide to) working with veterans!

Team Thaxton has created the H.E.A.R.T. System which serves as a guideline for every military person she works with.

    H - Honor
    E - Engage
    A - Above & Beyond
    R - Raving Fans
    T - Trust

Here's what you will learn:

  • Why you should consider VA mortgage options
  • How to partner with real estate agents
  • What a "Mortgage Strategy Session" is all about
  • Why a VA loan is not always the best option
  • How to set up a Client Care System for everyone in your office to follow

Free Giveaway: Client Care Action List: 70-step system to ensure Raving Fans.


About Louise Thaxton

Louise Thaxton started her mortgage career as a closing agent and since 1998, has been a Producing Branch Manager. In 2007, was named a Regional Manager and supervises 5 branch offices. She has been an entrepreneur all of her life, owning a restaurant, rental properties and an antique mall. She was a real estate closer with an attorney for 18 years. Louise is a certified financial planner and a guest panelist at Business Plan 2007. Louise is a member of the Louisiana Mortgage Lenders Association, Board of Realtors® and Beauregard Parish Chamber of Commerce.

Interested in hiring Louise to train your Loan Officers? [more info]


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